Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionBlue Chip Partners, Inc.
Latest Disclosed Ownership2,255 shares
Latest Disclosed Value $ 838,297
Blue Chip Partners, Inc. reports 8.03% decrease in ownership of TSLA / Tesla, Inc.

On May 15, 2026 - Blue Chip Partners, Inc. filed a 13F-HR form disclosing ownership of 2,255 shares of Tesla, Inc. (CH:TSLA) valued at $838,297 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,452 shares of Tesla, Inc.. This represents a change in shares of -8.03% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TESLA COM 88160R101 2,255 -197 -8.03 838 -23.96 0.0603
2026-02-17 2025-12-31 13F TESLA COM 88160R101 2,452 596 32.11 1,103 33.58 0.0800
2025-11-17 2025-09-30 13F TESLA COM 88160R101 1,856 57 3.17 825 44.48 0.0617
2025-08-15 2025-06-30 13F TESLA COM 88160R101 1,799 248 15.99 571 42.39 0.0466
2025-05-15 2025-03-31 13F TESLA COM 88160R101 1,551 538 53.11 402 -1.96 0.0347
2025-01-31 2024-12-31 13F TESLA COM 88160R101 1,013 -3 -0.30 409 54.34 0.0352
2024-11-04 2024-09-30 13F TESLA COM 88160R101 1,016 18 1.80 266 34.52 0.0231
2024-07-29 2024-06-30 13F TESLA COM 88160R101 998 -255 -20.35 197 -10.45 0.0182
2024-04-25 2024-03-31 13F TESLA COM 88160R101 1,253 0 0.00 220 -29.26 0.0214
2024-02-05 2023-12-31 13F TESLA COM 88160R101 1,253 184 17.21 311 16.48 0.0325
2023-10-30 2023-09-30 13F TESLA COM 88160R101 1,069 0 0.00 267 -4.30 0.0319
2023-08-02 2023-06-30 13F TESLA COM 88160R101 1,069 0 0.00 280 26.24 0.0318
2023-05-01 2023-03-31 13F TESLA COM 88160R101 1,069 -98 -8.40 222 54.55 0.0263
2023-02-01 2022-12-31 13F TESLA COM 88160R101 1,167 -2,684 -69.70 144 -85.99 0.0179
2022-10-27 2022-09-30 13F TESLA COM 88160R101 3,851 2,691 231.98 1,021 30.73 0.1399
2022-08-01 2022-06-30 13F TESLA COM 88160R101 1,160 260 28.89 781 -19.48 0.0996
2022-05-04 2022-03-31 13F TESLA COM 88160R101 900 30 3.45 970 5.55 0.1206
2022-02-08 2021-12-31 13F TESLA COM 88160R101 870 241 38.31 919 88.32 0.1153
2021-11-02 2021-09-30 13F TESLA COM 88160R101 629 405 180.80 488 221.05 0.0685
2021-08-03 2021-06-30 13F TESLA COM 88160R101 224 -5 -2.18 152 -0.65 0.0217
2021-05-04 2021-03-31 13F TESLA COM 88160R101 229 -62 -21.31 153 -25.37 0.0235
2021-02-05 2020-12-31 13F TESLA COM 88160R101 291 -54 -15.65 205 38.51 0.0321
2020-10-27 2020-09-30 13F TESLA COM 88160R101 345 345 148 0.0264
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.